Get the free Form 990-ez

This form is used by exempt organizations to report their annual revenue, expenses, and changes in net assets. It is a simplified version of Form 990, intended for smaller organizations.

How to fill out form 990-ez

How to fill out form 990-ez

1. Gather your financial information including gross receipts, total assets, and expenses.
2. Download Form 990-EZ from the IRS website or obtain a physical copy.
3. Fill in the organization's name, address, and employer identification number (EIN) at the top of the form.
4. Complete Part I by entering your organization's revenue and expenses, ensuring to total them correctly.
5. Proceed to Part II to report the organization's assets, liabilities, and net assets.
6. In Part III, provide your organization's program service accomplishments in summary form.
7. Fill out Part IV and review the checklist of required schedules to determine which ones apply to your organization.
8. Complete any additional required schedules based on your answers in Part IV.
9. Review the entire form for accuracy and completeness before signing.
10. Submit the form to the IRS by the due date, either electronically or by mail.

Who needs form 990-ez?

1. Form 990-EZ is typically needed by small tax-exempt organizations whose annual gross receipts are less than $200,000 and total assets are less than $500,000.

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What is form 990-ez?

Form 990-EZ is a streamlined version of Form 990, the annual return that tax-exempt organizations in the United States must file with the Internal Revenue Service (IRS). It is specifically designed for smaller organizations, allowing them to report financial information in a simpler format.

Who is required to file form 990-ez?

Organizations with annual gross receipts between $200,000 and $500,000 and total assets less than $1.25 million are required to file Form 990-EZ. This generally includes smaller tax-exempt organizations and certain non-profit entities.

How to fill out form 990-ez?

To fill out Form 990-EZ, organizations must provide detailed financial information including income, expenses, and net assets, along with information about their mission and activities. Instructions for the form guide organizations through the necessary sections to ensure compliance with IRS requirements.

What is the purpose of form 990-ez?

The purpose of Form 990-EZ is to provide the IRS with essential information about the financial status and operations of tax-exempt organizations. It helps the IRS determine compliance with tax laws and provides transparency to the public regarding the organization’s activities and finances.

What information must be reported on form 990-ez?

Form 990-EZ requires organizations to report information such as gross receipts, total expenses, changes in net assets, a statement of program service accomplishments, and information about governance and management. It also requires detailed financial statements.